Filed March 14, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,377 | $57,354+69.8% | $83,848+16.1% | $64,186+51.7% |
| Participation rate | 92.2% | 68.6%+23.5pp | 76.1%+16.0pp | 69.6%+22.6pp |
| Annual return | -5.69% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,024 | $2,545+18.8% | $3,631-16.7% | $2,381+27.0% |
| Participant deferral / active EE | $5,973 | $2,993+99.5% | $4,082+46.3% | $3,470+72.1% |
| Admin fee / account holder | $1,252 | $4,046-69.1% | $5,478-77.1% | $4,888-74.4% |